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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,288 | $86,795-46.7% | $67,681-31.6% | $64,728-28.5% |
| Participation rate | 31.4% | 71.7%-40.3pp | 73.7%-42.4pp | 57.9%-26.5pp |
| Annual return | 13.64% | 12.58%+1.1pp | 590.58%-576.9pp | 49.38%-35.7pp |
| Employer contribution / active EE | $497 | $2,837-82.5% | $2,678-81.5% | $2,243-77.9% |
| Participant deferral / active EE | $1,690 | $3,430-50.7% | $3,976-57.5% | $2,729-38.1% |
| Admin fee / account holder | $2,919 | $238+1125.0% | $6,100-52.1% | $1,145+154.9% |